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Westrock Coffee
WEST

Overview Fund Activity

89 hedge funds and large institutions have $369M invested in Westrock Coffee in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
22
Reduced
26
Closed
14
Calls
$7.07M
Puts
$8.77M
Net Calls
-$1.7M
Net Calls Change
-$2.26M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$26.2M
2
DMKJ
David M. Knott Jr
$4.89M
3
MCM
Marathon Capital Management
Maryland
$618K
4
State Street
State Street
Massachusetts
$6.5M
5
RJA
Raymond James & Associates
Florida
$2.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.39M
2
Goldman Sachs
Goldman Sachs
New York
$8.71M
3
HighTower Advisors
HighTower Advisors
Illinois
$2.23M
4
DADC
D.A. Davidson & Co
Montana
$0
5
BlackRock
BlackRock
New York
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Stephens Group
Arkansas
$85.7M – – –
SAM
2
Southeastern Asset Management
Tennessee
$56.9M – – –
SCP
3
Silverleafe Capital Partners
Tennessee
$41.9M +$320 +31 +0%
NI
4
NFC Investments
Tennessee
$35.6M -$200K -19,361 -0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.2M +$4.94M +478,088 +23%
BBHC
6
Brown Brothers Harriman & Co
New York
$19.4M – – –
BlackRock
7
BlackRock
New York
$19.3M -$655K -63,360 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$18.6M +$661 +64 +0%
Goldman Sachs
9
Goldman Sachs
New York
$8.71M -$2.87M -277,735 -25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.99M +$155K +15,049 +2%
State Street
11
State Street
Massachusetts
$6.5M +$306K +29,598 +5%
DMKJ
12
David M. Knott Jr
$4.89M +$4.89M +473,597 New
Northern Trust
13
Northern Trust
Illinois
$2.74M -$496 -48 -0%
RJA
14
Raymond James & Associates
Florida
$2.72M +$289K +28,012 +12%
GI
15
GAMCO Investors
Connecticut
$2.65M +$134K +13,000 +5%
CB
16
Cadence Bank
Mississippi
$2.58M – – –
Charles Schwab
17
Charles Schwab
California
$2.41M -$35.8K -3,467 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.23M -$1.79M -172,964 -45%
PSP
19
Principal Street Partners
Tennessee
$2.06M +$840 +80 +0%
DC
20
Davenport & Co
Virginia
$1.52M -$171K -16,575 -10%
SI
21
Stephens Inc
Arkansas
$1.49M +$60.8K +5,885 +4%
Morgan Stanley
22
Morgan Stanley
New York
$1.39M -$3.47M -335,852 -71%
PA
23
Paragon Advisors
Texas
$1.25M -$142K -13,734 -10%
DT
24
Diversified Trust
Tennessee
$1.16M – – –
MCM
25
MAI Capital Management
Ohio
$1.07M – – –
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